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Western Union

586 hedge funds and large institutions have $9.79B invested in Western Union in 2014 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 39

47% more call options, than puts

Call options by funds: $93.3M | Put options by funds: $63.3M

9% more capital invested

Capital invested by funds: $8.98B → $9.79B (+$812M)

4% more funds holding

Funds holding: 562586 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.2% less ownership

Funds ownership: 104.47%104.27% (-0.2%)

30% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 253

Holders
586
Holders Change
+24
Holders Change %
+4.27%
% of All Funds
15.63%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
72
Increased
177
Reduced
253
Closed
39
Calls
$93.3M
Puts
$63.3M
Net Calls
+$30M
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
551
Whitnell & Co
Illinois
$13K
FFC
552
First Financial Corp
Indiana
$12K
PMFA
553
Plante Moran Financial Advisors
Michigan
$12K +$52 +3 +0.4%
RC
554
RegentAtlantic Capital
New Jersey
$11.6K +$11.3K +649 New
NCM
555
Nelson Capital Management
California
$10K -$4.14K -239 -30%
EFSCE
556
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
Manulife (Manufacturers Life Insurance)
557
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.99K +$141K +8,145 +1%
GAM
558
Gemmer Asset Management
California
$8K
FANJ
559
Financial Architects (New Jersey)
New Jersey
$8K +$3.57K +206 +95%
GWA
560
Genesis Wealth Advisors
Massachusetts
$6.86K +$6.07K +350 New
MCM
561
MV Capital Management
Maryland
$6K +$5.39K +311 New
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$5.19K -$3.04K -175 -38%
ST
563
Spot Trading
Illinois
$5K -$2.57M -148,409 -100%
CFA
564
Carroll Financial Associates
North Carolina
$5K -$43.4K -2,500 -89%
JFGIW
565
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
LNB
566
Ledyard National Bank
$5K
SNT
567
Security National Trust
West Virginia
$5K
CHP
568
Cable Hill Partners
Oregon
$5K +$4.68K +270 New
IMS
569
Index Management Solutions
Pennsylvania
$4K -$515K -29,696 -99%
DOA
570
D'Orazio & Associates
Virginia
$4K
RCG
571
Ruggie Capital Group
Florida
$4K +$3.83K +221 New
NES
572
New England Securities
New York
$3K
CAW
573
Cornerstone Advisors (Washington)
Washington
$3K +$1.65K +95 +96%
WEC
574
Winslow Evans & Crocker
Massachusetts
$2.62K
M
575
MOTCO
Texas
$2K -$17.3K -1,000 -91%

WU Hedge Fund Activity: Q4 2014 in Review

586 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2014, worth a combined $9.79B — up 9% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new WU positions and 39 closed out — a net gain of 33 holders — while 177 added to existing stakes and 253 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $100M. The largest seller was Artisan Partners, exiting entirely with an estimated $204M sold.

  • 586 institutional investors held Western Union (WU) as of Q4 2014, up from 562 in Q3 2014.
  • Funds reported $9.79B of Western Union stock for Q4 2014, up 9% quarter-over-quarter.
  • 72 funds opened new Western Union positions in Q4 2014 and 39 closed out, a net change of +33 holders.
  • The largest Western Union buyer in Q4 2014 was AJO LP, an estimated $100M added.
  • The largest Western Union seller in Q4 2014 was Artisan Partners, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2014.